RKL Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

RKL Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$402K	Sell	13,114 -135	-1%	-$4.09K	0.04%	138
2025 Q4	$363K	Buy	13,249 +11	+0.1%	+$299	0.03%	150
2025 Q3	$361K	Buy	13,238 +45	+0.3%	+$1.23K	0.03%	145
2025 Q2	$350K	Sell	13,193 -948	-7%	-$24.8K	0.03%	144
2025 Q1	$395K	Buy	14,141 +1,035	+8%	+$28.9K	0.04%	135
2024 Q4	$358K	Sell	13,106 -691	-5%	-$19.6K	0.03%	141
2024 Q3	$389K	Buy	13,797 +93	+0.7%	+$2.53K	0.04%	117
2024 Q2	$355K	Sell	13,704 -84	-0.6%	-$2.19K	0.03%	110
2024 Q1	$371K	Sell	13,788 -1,110	-7%	-$28.7K	0.04%	112
2023 Q4	$378K	Buy	14,898 +1,380	+10%	+$32.9K	0.04%	109
2023 Q3	$319K	Sell	13,518 -23,655	-64%	-$580K	0.04%	107
2023 Q2	$900K	Sell	37,173 -1,482	-4%	-$35.4K	0.11%	83
2023 Q1	$943K	Sell	38,655 -465	-1%	-$11.6K	0.12%	82
2022 Q4	$985K	Sell	39,120 -3,177	-8%	-$78.4K	0.13%	78
2022 Q3	$937K	Sell	42,297 -951	-2%	-$23.1K	0.14%	77
2022 Q2	$1.03M	Buy	43,248 +1,548	+4%	+$39.4K	0.14%	76
2022 Q1	$1.1M	Buy	41,700 +8,649	+26%	+$226K	0.13%	84
2021 Q4	$890K	Sell	33,051 -114	-0.3%	-$2.96K	0.11%	81
2021 Q3	$821K	Buy	33,165 +24	+0.1%	+$610	0.1%	82
2021 Q2	$835K	Sell	33,141 -6,165	-16%	-$156K	0.11%	81
2021 Q1	$955K	Sell	39,306 -8,907	-18%	-$203K	0.13%	81
2020 Q4	$1.03M	Sell	48,213 -1,779	-4%	-$36.1K	0.14%	77
2020 Q3	$922K	Sell	49,992 -36	-0.1%	-$662	0.15%	75
2020 Q2	$863K	Buy	50,028 +45	+0.1%	+$760	0.15%	72
2020 Q1	$749K	Sell	49,983 -9,690	-16%	-$174K	0.16%	71
2019 Q4	$1.15M	Sell	59,673 -48	-0.1%	-$899	0.21%	74
2019 Q3	$1.09M	Sell	59,721 -1,470	-2%	-$26.3K	0.21%	72
2019 Q2	$1.08M	Sell	61,191 -20,796	-25%	-$366K	0.2%	73
2019 Q1	$1.43M	Sell	81,987 -2,499	-3%	-$42K	0.28%	58
2018 Q4	$1.32M	Sell	84,486 -2,571	-3%	-$42.8K	0.31%	58
2018 Q3	$1.54M	Sell	87,057 -8,118	-9%	-$140K	0.33%	61
2018 Q2	$1.56M	Sell	95,175 -9,411	-9%	-$155K	0.35%	55
2018 Q1	$1.71M	Sell	104,586 -5,964	-5%	-$102K	0.4%	52
2017 Q4	$1.89M	Sell	110,550 -7,107	-6%	-$117K	0.47%	50
2017 Q3	$1.84M	Sell	117,657 -12,930	-10%	-$198K	0.52%	47
2017 Q2	$1.97M	Sell	130,587 -14,010	-10%	-$210K	0.62%	46
2017 Q1	$2.15M	Sell	144,597 -4,962	-3%	-$73.1K	0.86%	38
2016 Q4	$2.17M	Buy	149,559 +47,295	+46%	+$671K	1.05%	29
2016 Q3	$1.44M	Buy	102,264 +1,734	+2%	+$24.5K	0.73%	35
2016 Q2	$1.39M	Buy	100,530 +12,303	+14%	+$166K	0.72%	31
2016 Q1	$1.18M	Buy	88,227 +11,958	+16%	+$152K	0.68%	29
2015 Q4	$980	Sell	76,269 -7,527	-9%	-$97K	0.45%	33
2015 Q3	$1M	Buy	83,796 +579	+0.7%	+$7.23K	0.63%	34
2015 Q2	$1.06M	Buy	83,217 +8,199	+11%	+$109K	0.64%	32
2015 Q1	$986K	Buy	75,018 +16,104	+27%	+$214K	0.6%	33
2014 Q4	$783K	Buy	58,914 +37,116	+170%	+$486K	0.51%	33
2014 Q3	$280K	Buy	+21,798	New	+$280K	0.2%	52

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RKL Wealth Management's SCHD Position: Q1 2026 in Review

RKL Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q1 2026, selling an estimated $4.09K and leaving 13,114 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #138.

RKL Wealth Management first reported a position in SCHD in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.17M in Q4 2016. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

RKL Wealth Management held 13,114 shares of Schwab US Dividend Equity ETF worth $402K as of Q1 2026.
RKL Wealth Management sold 135 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.09K.
Schwab US Dividend Equity ETF made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #138 holding.
RKL Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2014 and has held it in 47 quarters since.
RKL Wealth Management's Schwab US Dividend Equity ETF position peaked at $2.17M in Q4 2016.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.